Mom or Dad has passed away. You or one of your siblings was named as a joint owner on some of Mom or Dad’s accounts or real estate. Maybe Mom or Dad told the joint owner to share the account …
Taking Care of the Kids While You’re Away From Them
You have always enjoyed the family vacations with the kids. However, you need some alone time. You are planning a major vacation. This time you are going without the kids. You have made arrangements for the kids. They are going …
Be Aware of Spousal Pension Options
I am always looking for topics for my column. If you have any ideas for something you would like to read about, please contact me. This week’s topic came from a couple of attendees at our Putting Your House In …
Estate Planning Basics
We have covered a multitude of topics in this column. Every few years I like to cover estate planning basics to give you a refresher on essential estate planning documents. If you think that estate planning as just death planning, …